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Procore

Search and Filter for Inspection Templates

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Objective

To use the search and filter features to locate an inspection template.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the Company level Inspections tool. 
  • Additional Information:
    • The search tool respects any selected filter parameters and will only search for items within the filtered results.

Steps

  1. Navigate to the Company level Inspections tool.
  2. Choose from the following options:

Search for Inspection Templates

  1. Enter a word or phrase in the Search bar. The query will return results that match the following fields:
    • Template Name
  2. Click Search icon-search.png.

Add Filters

  1. Click Add Filter.
  2. Select the filter you want to apply. The following filters can be applied and combined with one another to narrow results:
    • Type
    • Trade